John Stepp

John Stepp is a finance professional with a robust background in trust operations and financial advisory services. Currently serving as a Senior Trust Operations Real Estate & Life Insurance Specialist at Baird since December 2020, John previously held the position of Trust Operations Associate. Prior to Baird, John worked at Edward Jones as a Financial Advisor from September 2018 to December 2020, where responsibilities included customizing financial plans to meet diverse client needs. Earlier experience includes a role as a Personal Banker at Fifth Third Bank, which involved teller duties and sales of financial products, as well as internships at The First Capital Bank Of Kentucky and Sterling G. Thompson Co. John holds a Bachelor of Applied Science in Economics and Finance from Centre College, attended from 2011 to 2015, and graduated from duPont Manual High School in 2011.